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Nonprofit · EIN 37-6186936

FRANCES H HAWORTH TR UW

Tax-exempt · EVANSVILLE, IN 47702

Financials

$44K$25K2023$28K$24K2024$24K$23K2025
Revenue Expenses · by fiscal year end
Financials of FRANCES H HAWORTH TR UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$23,538$23,255$283$375,140$0$375,140
December 31, 2024990-PF$28,390$24,429$3,961$375,117$0$375,117
December 31, 2023990-PF$43,684$25,301$18,383$371,160$0$371,160
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$10,426
Net gain from sales of assets
$13,112

Expenses

Grants and similar amounts paid
$19,994
Compensation of officers, directors and key employees
$1,531
Disbursements for charitable purposes
$22,385
Excise tax on investment income
$321

Balance sheet and other

Total assets, start of year
$375,117
Total assets, end of year
$375,140
Total liabilities, end of year
$0
Net assets, end of year
$375,140
Fair market value of assets
$485,262
Qualifying distributions
$22,385
Net investment income
$23,538

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$1,531
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$1,459
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$4,247

Address and contacts

Address (IRS master file)
PO BOX 207, EVANSVILLE, IN 47702-0207
In care of
% OLD NATIONAL WEALTH MANAGEMENT
Signed the 990-PF
OLD NATIONAL WEALTH MGMT, TRUSTEE
Phone
(800) 830-0362
Return prepared by
DELOITTE TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
37-6186936
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$375,140
Income (IRS master file)
$106,780

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$23,538$23,255$375,140IRS
990-PFDecember 2024$28,390$24,429$375,117XML
990-PFDecember 2023$43,684$25,301$371,160XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 37-6186936).

Questions about FRANCES H HAWORTH TR UW

What is the EIN of FRANCES H HAWORTH TR UW?
The employer identification number (EIN) of FRANCES H HAWORTH TR UW is 37-6186936.
Is FRANCES H HAWORTH TR UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to FRANCES H HAWORTH TR UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FRANCES H HAWORTH TR UW file?
Form 990-PF. Private foundations file every year.
When is the next return of FRANCES H HAWORTH TR UW due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FRANCES H HAWORTH TR UW last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of FRANCES H HAWORTH TR UW?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,531 (OLD NATIONAL WEALTH MANAGEMENT, TRUSTEE).
How much revenue does FRANCES H HAWORTH TR UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $23,538, expenses of $23,255 and total assets of $375,140 at year end.

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